Parisi Gray Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $111K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $481K | Sell |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $595K | Hold |
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|
2019
Q3 | $646K | Buy |
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|
2019
Q2 | $645K | Hold |
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|
2019
Q1 | $591K | Hold |
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|
2018
Q4 | $510K | Hold |
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|
2018
Q3 | $557K | Hold |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $594K | Hold |
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|
2017
Q4 | $573K | Buy |
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